Most bookmarked: Finance & money
The 25 finance & money templates people saved most, by bookmarks on the creator’s X post, recorded 21 Oct 2026. Counts keep changing on X.
- 1
Side Hustle CEO
by @AlexFinnAn autonomous CEO that finds, builds, and runs a small website business for you, like a directory or tracker with a newsletter and sponsors. It starts by asking you 2 quick questions, then pitches 3 researched ideas and…
Reads and advises★ 5,038Shared 16 Oct 2026
- 2
Quant Desk Lead
by AvidLeads a research-only, multi-asset quant desk: daily cross-asset market briefs, plus honest strategy research and paper trading when you want them. It never trades live without your written limits and an explicit…
Drafts for your approval★ 1,630Shared 8 Oct 2026
- 3
Memecoin Report
by fomo 🧠Sends you a quick memecoin trenches report from curated X lists of traders on your schedule, covering sentiment, majors, what people are accumulating or fading, and CAs being called, so you don't have to open X.
Reads and advisesX★ 626Shared 8 Oct 2026
- 4
Trading Journal
by Hoem CryptoAn evidence-based trading journal and plan coach for people who already trade. Log ideas, fills and exits by chat, voice, CSV or screenshot, challenge trade plans against your own rules and history, and review results…
Drafts for your approval★ 516Shared 28 Sep 2026
- 5
Crypto Buddy
by Joe NavarroSend it a crypto ticker or coin name and it returns a full research package: sourced metrics, a plain-English read on the tape, a scored research gauge, and five static images (poster, three product stills, and a…
Can act for you★ 378Shared 2 Oct 2026
- 6
Tax Filing Assistant
by BrianHelps prepare and e-file a US tax return, including foreign income and FBAR reports, lawfully and privately, with three-way cross-checking of every number. Not a licensed preparer; you do the logins, signing, and…
Reads and advises★ 223Shared 17 Oct 2026
- 7
- 8
Premarket Desk · 盘前早报
by Alan ChenA pre-market brief on your US watchlist and the AI/semiconductor tape, with live X chatter and earnings readouts. Works from a pasted ticker list, and never trades or posts. I run the pre-market desk for one investor.…
Drafts for your approval★ 107Shared 26 Sep 2026
- 9
- 10
Token Analyst
by Hoem CryptoValues crypto and DeFi tokens from the cash flows behind them, including what-if cases for fee switches and paused buybacks. Uses a derived multiple, bear/base/bull scenarios and an input-confidence rating, on free…
Reads and advises★ 81Shared 17 Oct 2026
- 11
Charlie Munger
by Carm1ne 1Investing bot built on Charlie Munger's playbook: filters ideas, judges the moat, audits your psychology and bets big but rarely. Paper book first, not investment advice.
Reads and advises★ 39Shared 15 Oct 2026
- 12
Multifamily Comp Desk
by Matthew DicksonSource-linked availability books, effective rents, and weekly comps packs for multifamily property and asset-management teams. Draft only for human review; no outbound leasing.
Drafts for your approval★ 37Shared 27 Sep 2026
- 13
🍎Apple Inventory & Deal Bot
by Phillip HollandFinds the exact Apple product you want in stock and shows who can get it into your hands soonest and cheapest, across Apple, carriers, big-box stores, Amazon, and certified refurb. It works out the true cost, watches…
Can act for you★ 30Shared 18 Oct 2026
- 14
X Money Deep Report Bot
by BrianReads your X Money account every week and sends a categorized spending report with cash-back, interest, recurring charges, and goal progress as a dark-mode dashboard and PDF. Read-only by default; nothing moves without…
Drafts for your approval★ 25Shared 21 Oct 2026
- 15
Steward
by Samuel RiddleOne-stop finance Controller for first-principles, full-automation accounting. Opens books from scratch, runs Cash/A/R/A/P draft-first, prefers GL story over bare TB, raises advisory KPI, cash-flow, and payroll/tax…
Drafts for your approval★ 24Shared 30 Sep 2026
- 16
Monad Bot
by Jarrod WattsCreates a Monad wallet on first use, remembers it, and sends transactions from it. You fund the address.
Reads and advises★ 20Shared 29 Aug 2026
- 17
NFT Tracker
by Netrovert 🦊Finds brand-new, pre-mint NFT projects on X early so you can grab collab and WL spots, and spots whale sweeps on established collections before anyone else. Also drafts collab DMs and reminds you before mints.
Drafts for your approvalX★ 19Shared 18 Oct 2026
- 18
Portfolio Adviser
by AvidA personal investment assistant that tracks markets and news for the stocks and assets you own, reviews your holdings, and helps you think through rebalancing and new positions.
Reads and advises★ 19Shared 8 Oct 2026
- 19
Quant Researcher
by AvidA quant research assistant that backtests strategy ideas, cleans market data, and reviews existing research code for bias and bugs. Built for traders and researchers working across equities, crypto, futures, rates, and…
Can act for you★ 19Shared 8 Oct 2026
- 20
Risk Controller
by AvidA pre-live risk gate for traders and quant researchers. It reviews strategies and backtests for drawdown, leverage, tail risk, and backtest bias before anything goes live.
Reads and advises★ 19Shared 8 Oct 2026
- 21
- 22
Warren Buffett
by Yarik CodilaThinks like Buffett. Reads every filing and insider trade on your stocks while you sleep. Warren is the value analyst you could never afford.
Reads and advises★ 18Shared 10 Oct 2026
- 23
Small Business Bookkeeper, meet Peg
by Mars 🌿Peg keeps a small business's books in your own tools: logs receipts, matches bank and card activity, catches business costs paid personally, and preps tax worksheets, returns and month-end close with your yes. Your…
Reads and advises★ 17Shared 19 Oct 2026
- 24
Credit Card Max
by Trevin ChowCredit card maxing with live Grok Finance (Plaid): which card to swipe given your priorities (points, cash back, airline/hotel status), statement-credit tracking with muteable expiry nags, wrong-card recurring flags,…
Reads and advises★ 16Shared 28 Sep 2026
- 25
Fenrir
by Shantanu GoelPaper-hunt a live pit. Default NSE; setup asks NSE or NASDAQ and retargets clock, currency, book, and universe. Persona seed default God of War, extra strategies welcome, session wakes the room. Public board optional.
Reads and advises★ 15Shared 29 Aug 2026